Client Case Studies
Leading Asian Broker
The Customer
The client is one of the leading global brokers of Asian stocks. With offices and clients spanning the globe, the company is built on the reputation its research has rightfully gained - this research has long been accepted as the benchmark for excellence amongst institutional investors, brokers and investment banks throughout Asia-Pacific markets.
The Challenge
With so much research for both brokers and clients to digest, sifting through the copious information generated is no mean feat. And a matter of minutes can mean the difference between getting on a trade at the right price and missing it, so it's essential that clients can be pointed towards the areas of interest as quickly as possible, whether they are contacted by phone or email or come through the website. The earnings database contains upwards of 3,000 individual stocks, with multiple forecasts across a wide range of metrics for each. Getting through all this high quality data in a timely manner was the nub of the issue.
The Fractal:Edge Solution
The volumes of data generated by the research team are ideally suited to representation in Fractal:Edge's patented software. We deployed Fractal:Intelligence on top of the output of the earnings database for use by brokers internally and then deployed the maps created on the client website using Fractal:Server. As a result both brokers and clients are now able to get through the data provided by the research team more quickly and effectively leading to better investment returns.
"Fractal:Intelligence gives me a real edge when I talk to clients. Ten seconds can sound like an eternity when you're on the phone - with Fractal:Intelligence enabling me to get straight to the stocks that match a particular client's interest or style, I'm always one step ahead"
Director, Broking
The Result
The deployment of Fractal:Intelligence has resulted in major benefits for the broker and their clients:
Benefits for broker's clients:
- Quicker broking service by phone
- More easily navigated web presentation of research output
- Better trading/investment returns
- Quicker understanding of implications of research models
- Fitting presentation for the forecast earnings data making the service more compelling
- Improved service to clients leading to better retention and 'share of wallet'
By moving your mouse over a circle and "hovering" over it (by keeping the mouse still) for a short time, you will see labels appear to show you the titles of the page you are hovering over (at 12 o'clock) and the pages it is linked to.
In addition, the Fractal Map will show a "crumb trail" for the page you are viewing by highlighting the relevant circles in red. The smallest red circle represents the page you are viewing and any "parent" pages higher up in the website structure will also be highlighted red showing you the route you would take to reach the page. Note that the homepage itself is never coloured red in this way.
